INSURANCE SERVICES
Achieve your INSURANCE goals with Driven financial
We believe that our success as a company is directly correlated to the success of our clients. That's why we're here for you every step of the way. We want you to succeed, and we know how important it is for you to be able to focus on what matters most.
Return Of Premium Term
Return of Premium Term Life is the insurance policy that provides you with a return of all your premiums if the insured outlives the term period.
- Get back what you put in during the first two years as a refund or stay invested for the long term, whichever is more beneficial. And that's not all...
- Get life insurance protection in place if needed and return of premium investments if not.
- Premiums start as early as the second year, so you can start to reap benefits sooner than most other plans.
Term Life Insurance
Term life insurance provides coverage for a predetermined amount of time, typically between 1 – 35 years. Death benefits are tax-free and will payout if the policy owner passes away within the term of the policy.
- Many plans offer lower-cost coverage with no restrictions on pre-existing conditions.
- You might not be able to renew the policy when it expires. Make sure you understand what that means before you buy.
- Affordable Mortgage Protection Insurance, that YOU own.
INDEXED UNIVERSAL LIFE
Driven Financial offers Indexed Universal Life Insurance, which is similar to a Whole Life policy, but provides greater flexibility and lower premiums.
- A well-known alternative asset - death benefit is used to protect loved ones.
- is liquid when needed most, easily converted to cash at death, and allows for access while living
- provides diversification- not subject to the risk of the market, in most cases, not aligned with market performance.
- has tax advantages, death benefits are federal income tax-free, avoids probate and if structured properly, may avoid federal estate taxes,
FIXED INDEXED ANNUITY
regardless of how a person saves for retirement, one must ask, "will I outlive my retirement savings?" An annuity is an insurance product that responds to this concern with the guarantee of lifetime income.
- can guarantee lifelong income, granting the annuity owner peace of mind
- fixed annuities and fixed Indexed annuities guarantee protection of principal and interest and is a safe method of investment, if suitable.
- May be structured in a way that allows a client to participate in an index with no market risk.
- the interest earned in an annuity is tax deffered.
NO Contact LIFE INSURANCE
The world changed in 2020 and with a focus on client services, we've adapted by offering no contact/no medical exam insurance, our carriers responded by increasing available death benefits.
- Up to $3 Million Death Benefit
- No medical exam or blood work is required
- Completely online process, 100% no contact
- can provide insurance coverage with flexibility and long term growth potential
FINAL EXPENSE POLICY
A final expense policy is a type of permanent life insurance that provides benefits to the insured's beneficiaries upon the insured's death.
Final expense insurance is a smart way to prepare for the financial burdens of end-of-life expenses
Life insurance costs less than you think
Life insurance is also a great way to leave a lasting legacy
Final expense insurance can help pay for the funeral costs
Final expense insurance is also a way to help pay for estate taxes
LIFE INSURANCE RETIREMENT SOLUTIONS
What's not used in retirement gets passed on to their heirs, charities and (potentially) the government.
- A well-known alternative asset - death benefit is used to protect loved ones.
- is liquid when needed most, easily converted to cash at death and allows for access while living
- provides diversification- not subject to risk of the market, in most cases, not aligned with market performance.
- has tax advantages, death benefits are federal income tax free, avoids probate and if structured properly, may avoid federal estate taxes,
LIFE INSURANCE
Term life and permanent life are the two main types of life insurance policies that offer tax-free, living benefits and a death benefit and customizable to the specific needs of your family.
DEBT CONSOLIDATION
From Student Loans to Credit Card debt, debt consolidation with Eagles Financial Team is simple, our team of experts negotiates and rolls multiple debts into a single affordable payment
RETIREMENT PLANNING
Start planning for retirement now to take advantage of the power of compounding interest. We calculate required after-tax returns, assess risk tolerance, and offer estate planning
LONG TERM CARE
Planning for Long-term care protects what you have saved by providing for a variety of services which help meet both the medical and non-medical needs of our clients.
What people say about us.
Here are comments from our beloved clients
I really can't express how thankful I am to have found DrivenFin. They helped me with my parent's financials after they passed away and I was going through what I was going through. They made things so much easier and were able to answer any questions that came up. If you are in a situation like mine, please contact them!
Jenaro Arron
I want to start by saying that I wasn't really looking for a funeral insurance but it was recommended to me. It's been over a year now and I'm glad I listened. My dad passed away in December and I didn't have to worry about anything, because everything was taken care of with his policy. This is the best decision we made for our family, Thank you DrivenFin!
Jacklyn Melinda
5450+
HAPPY CLIENTS
160+
INSURANCE PRODUCTS
30+
YEARS OF EXPERIENCE
120
PROFESSIONAL AGENTS
951-643-4377
Phone Number
DrivenFin
29991 Canyon Hills Road
Ste. 1709-7003
Lake Elsinore, CA 92532
info@drivenfin.com
E-mail address
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